Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Understanding AI and its impact on the commercial landscape.
- Essential AI tools and concepts for sales professionals.
- Practical examples demonstrating immediate AI value in sales workflows.
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication tasks.
- Leveraging AI assistants and chatbots for internal and external interactions.
- Utilizing templates and prompt patterns for standard sales communications and follow-ups.
Module 3: Data Preparation and Market Intelligence
- Structuring sales and market data for analysis, including cleaning, enrichment, and integration.
- Using Excel and ChatGPT to extract insights and synthesize qualitative data.
- Getting started with Power BI to connect datasets and generate quick reports.
Module 4: Predictive Analytics for Sales and Market Behavior
- Simple forecasting methods and their application for short-term demand (1–4 weeks).
- Applying Excel’s built-in forecasting and AI-assisted features.
- Interpreting model outputs and communicating uncertainty to stakeholders.
Module 5: Route to Market and Competitive Analysis
- Utilizing AI for competitive intelligence and market scanning.
- Segmenting customers and prioritizing accounts using AI-driven heuristics.
- Practical case study: Deriving competitive keywords, positioning strategies, and opportunity signals.
Module 6: Building Dashboards and Visual Reports
- Design principles for creating effective sales and market dashboards.
- Hands-on creation of Power BI visuals for sales KPIs, pipeline health, and market trends.
- Incorporating narrative insights through AI-assisted summaries and highlights.
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading organizations and SMEs.
- Discussion on mapping similar tactics to participants’ business contexts.
- Group exercise: Adapting a case study to your operational environment.
Module 8: Hands-on Session — Building a Simple Workflow
- Guided practice using ChatGPT, Excel (AI features), and Power BI on a sample dataset.
- End-to-end exercise: Data ingestion → Insight generation → Dashboard creation → Action checklist.
- Workflow presentations and peer feedback sessions.
Module 9: Adoption and Next Steps
- Checklist for deploying AI workflows in sales teams, covering data, roles, and governance.
- Quick-start templates, prompts, and dashboard packs for participant reuse.
- Roadmap for scaling AI-assisted sales practices and measuring their impact.
Requirements
- Working knowledge of fundamental sales and marketing principles.
- Proficiency in using Excel or similar spreadsheet tools for data management.
- Familiarity with dashboards or reporting tools is an advantage, though not a strict requirement.
Target Audience
- Sales professionals and account managers.
- Marketing analysts and business development personnel.
- Product managers, commercial strategists, and key decision-makers.
Testimonials (2)
I had never really used ChatGBT before. I will try to start using it more for projects or for the gathering of information
Hans Heydorn - Shining3D Technology GmbH
Course - ChatGPT for Productivity in Marketing Teams
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
